Pathstone Family Office’s Remitly RELY Stock Holding History

Pathstone Family Office’s Portfolio RELY Stock Details RELY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$3.02M	Buy	119,650 +165	+0.1%	+$3.72K	0.02%	384
2023 Q2	$2.25M	Buy	119,485 +2,000	+2%	+$36.3K	0.03%	296
2023 Q1	$1.99M	Buy	117,485 +23,341	+25%	+$317K	0.03%	287
2022 Q4	$1.08M	Hold	94,144	–	–	0.01%	767
2022 Q3	$1.05M	Buy	+94,144	New	+$982K	0.01%	710

Other funds holding RELY

Naspers South Africa $253M AUM 25.32% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

GIM

Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Pathstone Family Office's RELY Position: Q3 2023 in Review

Pathstone Family Office increased its Remitly (RELY) stake by 0.14% in Q3 2023, buying an estimated $3.72K and bringing the position to 119,650 shares worth $3.02M. The position accounts for 0.02% of the portfolio, ranked #384.

Pathstone Family Office first reported a position in RELY in Q3 2022 and has held it in 5 quarters since. 192 funds tracked by Wall St. Rank hold RELY as of Q3 2023.

Pathstone Family Office held 119,650 shares of Remitly worth $3.02M as of Q3 2023.
Pathstone Family Office bought 165 Remitly shares in Q3 2023, an estimated $3.72K.
Remitly made up 0.02% of Pathstone Family Office's portfolio in Q3 2023, its #384 holding.
Pathstone Family Office first reported a position in Remitly in Q3 2022 and has held it in 5 quarters since.
192 funds tracked by Wall St. Rank held Remitly as of Q3 2023.

Based on Pathstone Family Office's 13F filing for Q3 2023, filed 8 Nov 2023.